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Infrastructure Capital Advisors’s UnitedHealth UNH Stock Holding History

Infrastructure Capital Advisors’s Portfolio UNH Stock Details UNH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-1,001
Closed -$346K – 163
2025
Q3 		$346K Buy
+1,001
New +$303K 0.03% 115
2025
Q2 		– Sell
-501
Closed -$262K – 155
2025
Q1 		$262K Sell
501
-34
-6% -$17.4K 0.02% 113
2024
Q4 		$271K Buy
535
+114
+27% +$64.8K 0.02% 112
2024
Q3 		$246K Sell
421
-639
-60% -$361K 0.03% 92
2024
Q2 		$540K Sell
1,060
-284
-21% -$139K 0.07% 77
2024
Q1 		$665K Sell
1,344
-2,678
-67% -$1.36M 0.08% 67
2023
Q4 		$2.12M Buy
+4,022
New +$2.15M 0.3% 35
2021
Q3 		– Sell
-501
Closed -$201K – 79
2021
Q2 		$201K Buy
+501
New +$200K 0.04% 60
2019
Q4 		– Sell
-1,203
Closed -$261K – 110
2019
Q3 		$261K Buy
+1,203
New +$290K 0.04% 81
2019
Q2 		– Sell
-1,003
Closed -$248K – 104
2019
Q1 		$248K Buy
+1,003
New +$256K 0.03% 79
2017
Q4 		– Sell
-3,003
Closed -$588K – 127
2017
Q3 		$588K Buy
+3,003
New +$580K 0.06% 69

Other funds holding UNH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Infrastructure Capital Advisors's UNH Position: Q4 2025 in Review

Infrastructure Capital Advisors sold out of UnitedHealth (UNH) in Q4 2025, closing a stake of 1,001 shares — an estimated $346K sold.

Infrastructure Capital Advisors first reported a position in UNH in Q3 2017 and held it in 11 quarters. The position peaked at $2.12M in Q4 2023. 3,303 funds tracked by Wall St. Rank hold UNH as of Q4 2025.

  • Infrastructure Capital Advisors reported no remaining UnitedHealth position as of Q4 2025 after selling out during the quarter.
  • Infrastructure Capital Advisors sold 1,001 UnitedHealth shares in Q4 2025, an estimated $346K.
  • Infrastructure Capital Advisors first reported a position in UnitedHealth in Q3 2017 and held it in 11 quarters.
  • Infrastructure Capital Advisors's UnitedHealth position peaked at $2.12M in Q4 2023.
  • 3,303 funds tracked by Wall St. Rank held UnitedHealth as of Q4 2025.

Based on Infrastructure Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.